Itron Inc (NASDAQ:ITRI) Posts Mixed Q2 2025 Earnings with Revenue Miss and EPS Beat, Shares Drop in Premarket

Itron Inc (NASDAQ:ITRI) Reports Mixed Q2 2025 Results, Shares Dip in Premarket

Itron Inc, a provider of technology solutions for energy and water management, released its second-quarter 2025 financial results, revealing a mixed performance relative to analyst expectations. While earnings per share (EPS) surpassed estimates, revenue fell short, prompting a negative premarket reaction.

Key Financial Highlights vs. Estimates

• Revenue: Reported at $606.8 million, missing analyst expectations of $622.1 million.
• Earnings Per Share (EPS): Came in at $1.62, significantly above the consensus estimate of $1.36.

The revenue miss suggests weaker-than-anticipated sales, likely weighing on investor sentiment. However, the strong EPS beat indicates improved profitability, possibly due to cost controls or higher-margin product sales.

Market Reaction

Following the earnings release, ITRI shares were down ~3.9% in premarket trading. This immediate reaction suggests disappointment over the revenue shortfall, despite the earnings beat. Over the past month, the stock had gained 4.4%, indicating some optimism ahead of earnings, but the premarket decline signals a reassessment post-results.

Analyst Estimates for Future Quarters

Looking ahead, analysts project:

• Q3 2025 Revenue: $634.3 million
• Q3 2025 EPS: $1.32
• Full-Year 2025 Revenue: $2.51 billion
• Full-Year 2025 EPS: $5.53

The company did not provide an explicit outlook in the press release, leaving investors to rely on analyst forecasts. The lack of forward guidance neither reinforces nor contradicts market expectations.

Press Release Summary

The earnings announcement highlighted Itron’s continued innovation in utility and city infrastructure management but did not delve into specific operational drivers behind the EPS outperformance. The absence of detailed commentary on future growth initiatives may have contributed to the cautious market reaction.

For a deeper dive into Itron’s earnings history and future estimates, visit the earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making any financial decisions.